Canopy hosts an entire ecosystem of products all working together so you can enhance the efficiency of your practice while building stronger connections with your clients.
Provide a more transparent and connected experience for your clients with tools that improve communication and information sharing.
Canopy was created by accountants for accountants. Every feature was built to be smart and intuitive so you can immediately start solving client problems.
With built-in automation, you can ditch repetitive tasks and leverage real-time analytics to advise your clients on the best course of action.
Entirely cloud-based, Canopy allows you to run your practice from any device, wherever there’s a wifi connection. Your clients can seamlessly connect with you on any device using the Client Portal app. With an app for you and an app for them, managing your practice has never been easier.